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                GROWTH. TRANSFER. LEGACY.

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XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition

  • October 19, 2018
  • 7:30 AM - 9:30 AM
  • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824


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Planning for a success transition is critical to success. The first step in the process if defining and clarifying the owners’ vision of success. In this session we will explore:

  • What are the strategic options that owners can consider
  • Clearly defining objectives – financial, personal, corporate and community
  • How can owners manage potentially conflicting objectives
Our Speakers:

Andrew N. Karlen, Esq., Law Office of Andrew N. Karlen
Keith Michaelson, The Lovin's Group
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